How We Can Help Your Firm With Financial Services Business Process Automation

The financial services area is routinely continuing to evolve. Their customers demand tailored solutions that can assuage their routine needs and cover them during major life moments. In addition, consumers have come to call for lower prices and visibility along with these new services. With law makers intent on enforcing conformity with state and local law makers, best practices, and risk avoidance.

Wave’s Financial Services solutions for the Fort Wayne area will provide you with:

Single Point Of Access

With Wave software, you can merge digital and physical records, from multiple places, into a central system where you can safely house all of your client content and easily procure it when required.
Reports And Audits

With steep regulations, it’s important to make sure you can reliably prove that compliance is observed by your agency. That’s why we’ve incorporated technology into our offerings that details all information related to your processes and, if an audit occurs, compliance is easy to prove.
Automation

With Wave software, you can merge digital and physical records, from multiple places, into a central system where you can safely house all of your client content and easily procure it when required.
Simple Integration

Wave software seamlessly integrate with many popular applications leveraged by financial services businesses such as SharePoint, Office 365 and more. Centralize records location while safely retaining originals where they came from.
Minimal Migration

Wave tools demand minimal migration which reduces downtime and spares operational expenditures typically spent on migrations.
Adhere To Regulations

Our solutions were designed to comply with government legislation including FINRA, FinTech, SOX.